Administrative Assistant Bilingual @ J.R. Orenstein Agency Inc | Jobright.ai
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Administrative Assistant Bilingual jobs in Great Neck, NY
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J.R. Orenstein Agency Inc · 4 hours ago

Administrative Assistant Bilingual

positionGreat Neck, NY
timeFull-time
remoteRemote
seniorityEntry Level
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Insurance

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Responsibilities

Receive inbound calls and place outbound calls
Follow up with new and existing clients regarding administrative needs
Work closely with Sales Team and Agent
Identify the reason for the customer’s call, collect relevant information, and provide solutions
Refer to premade scripts for a variety of customer service topics
Use best practices in customer service techniques to develop rapport and build relationships with customers
Document all customer interactions
Attend trainings to maintain up-to-date skills and knowledge

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Bilingual (English/Spanish)Customer Relationship Management (CRM)Active listening techniquesHighly organizedPersonal Lines Insurance License

Required

Fluent in English & Spanish
Excellent phone and verbal communication skills
Understanding of active listening techniques
Familiarity with Customer Relationship Management (CRM) programs
Ability to work well under pressure
Highly organized with the ability to prioritize projects and manage time effectively
Action-Oriented: You focus on getting things done and making things happen.
Tech-Savvy: You’re quick with computers, adaptable to new software, and efficient in managing data and processing information.
Must be able to obtain a Personal Lines Insurance License (we provide & pay for study-guide and exam)

Preferred

Previous experience in a similar role is preferred

Benefits

401(k) matching
Company parties
Competitive salary
Flexible schedule
Opportunity for advancement
Profit sharing
Training & development
Tuition assistance

Company

J.R. Orenstein Agency Inc

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The J.R. Orenstein Agency specializes in providing insurance and financial planning to residents of New York.
dateFounded in 2007
location
Great Neck, NY, US
people-size2-10 employees

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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